2023-05-12T19:01:36-05:00 2022-06-30 FORVIS LLP 910 E ST LOUIS 200/PO BOX 1190 SPRINGFIELD MO 658062523 990 2021-07-01 832576991 SUN HEALTH GRANDVIEW TERRACE % AMY RUNGE SUNH 6239758100 PO BOX 6030 SUN CITY WEST AZ 85376 AMY RUNGE CFO 4178317283 2023-03-20 true AMY RUNGE 999009999 Brian D Todd P00422601 4178658701 2 2021 2023-04-26 12:10:37Z JOSEPH E LARUE PO BOX 6030 SUN CITY WEST AZ 85376 23673967 false X WWW.SUNHEALTH.ORG X 2018 AZ GRANDVIEW TERRACE BRINGS NEW MEANING TO ALL-INCLUSIVE INDEPENDENT LIVING THAT COMBINES AMENITIES, CONVENIENCE, WELLNESS, AND EMPOWERED LIVING. 14 13 350 14 0 0 433981 55498 21700559 23624772 -4879 3932 0 -19419 22129661 23664783 0 0 0 0 9910357 10754291 0 0 0 12532119 14907182 22442476 25661473 -312815 -1996690 76777637 74923534 95010231 95152818 -18232594 -20229284 X GRANDVIEW TERRACE CHAMPIONS SUPERIOR HEALTH AND WELLBEING THROUGH PHILANTHROPY, INSPIRED LIVING AND WELLNESS PROGRAMS. false false 23288925 23624772 SUN HEALTH GRANDVIEW TERRACE OPERATES A 288-RESIDENCE LIFE ESTATE INDEPENDENT LIVING COMMUNITY AND A 115-BED HEALTH AND REHABILITATION CENTER. THE HEALTH AND REHABILITATION CENTER PROVIDES SKILLED NURSING, MEMORY SUPPORT, AND ASSISTED LIVING CARE TO ITS RESIDENTS AND OTHER COMMUNITY RESIDENTS. SUN HEALTH SERVICES AN ARIZONA NONPROFIT CORPORATION, IS TAX EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3), AND IS THE SOLE MEMBER OF GRANDVIEW. SEE SCHEDULE O FOR MORE INFORMATION. 23288925 true true false false false false false false false false true false false true true false true true false false false false false false false false false false false true false false false false false false false false true false false false true true false false false true X 67 0 true 350 true false false false false false false false false false false false false X 14 13 false true false false true true true true true false false true true true true true true true true false X AMY RUNGE 6238325350 PO BOX 6030 SUN CITY WEST AZ 85376 JOSEPH E LA RUE PRESIDENT & CEO 2.0 38.0 X X 0 414864 86787 SHARON GRAMBOW CFO 2.0 38.0 X 0 391324 52643 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 0.0 40.0 X 0 279904 55863 TAHLYA VISINTAINER CHIEF OPERATING OFFICER 8.0 32.0 X 0 279421 37422 VINCE BENBENEK CHIEF MARKETING OFICER 2.0 38.0 X 0 215499 37189 BHAKTI GOSALIA VP OPERATIONS 2.0 38.0 X 0 214696 17321 WENDY LABADIE SVP HR & ORG DEVELOPMENT 2.0 38.0 X 0 145691 22534 BARBARA MASON VP HOME & COMMUNITY SERVICES 2.0 38.0 X 0 142116 16908 KARI DAVIS-CURRY EXECUTIVE DIRECTOR 2.0 38.0 X 0 139010 16989 CHARLES KERBY EXECUTIVE DIRECTOR 2.0 38.0 X 0 133016 13876 GERALD S SOLOMON DIRECTOR 0.5 3.5 X 0 0 0 PATRICIA LEWIS FINNELL CHAIR 0.5 3.5 X X 0 0 0 LEW LANCASTER TREASURER 0.5 3.5 X X 0 0 0 TODD HORNBACK EX-OFFICIO, SHF CHAIR 0.5 3.5 X 0 0 0 JONATHAN HOWARD DIRECTOR 0.5 3.5 X 0 0 0 L BIRT KELLAM DIRECTOR 0.5 3.5 X 0 0 0 IRENE KOVALA EDD VICE CHAIR 0.5 3.5 X X 0 0 0 RANDY MCGRANE DIRECTOR 0.5 3.5 X 0 0 0 HERMAN L ORCUTT DIRECTOR 0.5 3.5 X 0 0 0 PATRICIA ROURKE SECRETARY 0.5 3.5 X X 0 0 0 RONALD J SYMIC DIRECTOR 0.5 3.5 X 0 0 0 TODD CANTERBURY DIRECTOR END 08/2021 0.5 3.5 X 0 0 0 ROGER GIMBY DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 JOAN SMITH DIRECTOR, EX-OFFICIO, SHF 0.5 3.5 X 0 0 0 0 2355541 357532 0 false true false MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 SENIOR LIVING SVCS 1595048 LOCKTON INSURANCE BROKERS LLC DEPT LA 23878 PASADENA CA 91185 INSURANCE 471085 PERFORMANCE PAVING SEALING LLC PO BOX 20584 FOUNTAIN AZ 85269 PAVING CONTRACTOR 381684 SELECT REHABILITATION LLC PO BOX 71985 CHICAGO IL 60694 REHABILITATION 366679 ALBRECHT AND SON LLC 11126 W WISCONSIN AVE 5 YOUNGTOWN AZ 85363 REMODELING 288171 6 55498 55498 55498 RESIDENT SERVICES 623000 23624772 23624772 23624772 5353 5353 0 0 0 0 0 1421 -1421 -1421 -1421 0 0 0 0 0 0 1746 7763 -6017 -6017 OTHER NON-OPERATING REVENUE 900099 -13402 -13402 -13402 23664783 23624772 -15487 0 0 0 0 0 0 8716788 8503708 213080 0 1365617 1332362 33255 671886 655042 16844 1027840 1027840 7563 7563 46037 46037 0 0 0 1613276 1042778 570498 66546 48585 17961 258041 93427 164614 421754 401244 20510 0 1044835 1044835 66439 61523 4916 0 6523 6523 1225899 1225899 0 4644900 4644900 487542 487542 RESIDENT SUPPLIES 1574293 1574293 RESIDENT DINING SUPPLIES 1129506 1129506 REPAIRS & MAINTENANCE 274401 274401 LICENSES, DUES, SUBSCRIPTIONS 250038 608 249430 761749 761749 25661473 23288925 2372548 0 1065267 2765270 1383214 1707613 0 0 796705 1035665 0 0 0 0 0 0 57925 28004 47238 139433 106645922 50303161 59785339 56342761 0 0 0 0 0 0 0 0 13641949 12904788 76777637 74923534 30245901 29185918 0 0 20787082 23407374 30190248 29718738 0 0 0 0 0 0 0 0 13787000 12840788 95010231 95152818 X -18232594 -20229284 0 0 -18232594 -20229284 76777637 74923534 -1996690 X false true X true false X 0 0 429990 433981 55498 919469 11122608 22747038 21700559 23626518 79196723 0 0 0 0 11122608 23177028 22134540 23682016 80116192 0 0 0 80116192 7142 11141 1128 5353 24764 0 7142 11141 1128 5353 24764 0 0 0 11129750 23188169 22135668 23687369 80140956 X 0.00000 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 81142439 37433835 43708604 14253811 11903159 2350652 11249672 966167 10283505 56342761 DUE FROM RELATED PARTY 316000 ROU ASSET 12588788 12904788 0 DUE TO RELATED PARTY 252000 OPERATING LEASE 12588788 12840788 23673967 23673967 -9184 -9184 23664783 25670657 9184 9184 25661473 25661473 SCHEDULE D, PART X, LINE 2 UNCERTAIN TAX POSITIONS: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D AMOUNTS INCLUDED ON FORM 990, PART VIII, LINE 12, BUT NOT ON LINE 1: $(1,421) LOSS ON DISPOSAL (7,763) GIFT SHOP EXPENSES -------- $(9,184) SCHEDULE D, PART XII, LINE 4B AMOUNTS INCLUDED ON LINE 1 BUT NOT ON FORM 990, PART IX, LINE 25: $ 1,421 LOSS ON DISPOSAL 7,763 GIFT SHOP EXPENSES ------- $ 9,184 true true false false false false false false false JOSEPH E LA RUE PRESIDENT & CEO 0 387749 0 27115 0 0 0 69708 0 17079 0 501651 0 0 SHARON GRAMBOW CFO 0 294315 0 36122 0 60887 0 41669 0 10974 0 443967 0 60887 JENNIFER DRAGO VP BUSINESS DEVELOPMENT 0 229691 0 0 0 50213 0 45446 0 10417 0 335767 0 50213 BHAKTI GOSALIA VP OPERATIONS 0 195388 0 19308 0 0 0 8657 0 8664 0 232017 0 0 TAHLYA VISINTAINER CHIEF OPERATING OFFICER 0 252213 0 27208 0 0 0 29312 0 8110 0 316843 0 0 KARI DAVIS-CURRY EXECUTIVE DIRECTOR 0 130053 0 8957 0 0 0 0 0 16989 0 155999 0 0 BARBARA MASON VP HOME & COMMUNITY SERVICES 0 131988 0 10128 0 0 0 6004 0 10904 0 159024 0 0 VINCE BENBENEK CHIEF MARKETING OFICER 0 190762 0 24737 0 0 0 20299 0 16890 0 252688 0 0 WENDY LABADIE SVP HR & ORG DEVELOPMENT 0 134982 0 10709 0 0 0 5551 0 16983 0 168225 0 0 SCHEDULE J, PART I, LINE 3 METHODS USED TO ESTABLISH EXECUTIVE COMPENSATION: SUN HEALTH SERVICES, A RELATED ORGANIZATION, USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: - COMPENSATION COMMITTEE - INDEPENDENT COMPENSATION CONSULTANT - FORM 990 OF OTHER ORGANIZATIONS - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE SCHEDULE J, PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: SOME OFFICERS AND KEY EMPLOYEES PARTICIPATE IN A BOARD ENDORSED 457(B) PLAN. A NON-QUALIFIED 457(F) PLAN IS BOARD ENDORSED FOR CERTAIN EXECUTIVES. THIS PLAN CARRIES A SUBSTANTIAL RISK OF FORFEITURE IN THAT VESTING ONLY OCCURS THE EARLIER OF 5 YEARS FROM THE DATE OF DEPOSIT, AGE 60 OR RULE OF 80 (AGE AND SERVICE EQUALS 80 OR MORE). ALL DEPOSITS ARE EMPLOYER CONTRIBUTIONS. SHOULD A PARTICIPANT VOLUNTARILY TERMINATE EMPLOYMENT PRIOR TO A DEPOSIT VESTING, THE DEPOSIT IS FORFEITED. ALL DEPOSITS ARE PAID OUT AND TAXED UPON VESTING. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2021 WITH THE FOLLOWING EMPLOYER CONTRIBUTIONS FROM A RELATED ORGANIZATION: - JOSEPH E. LA RUE - $58,108 - SHARON GRAMBOW - $30,069 - TAHLYA VISINTAINER - $17,945 - JENNIFER DRAGO - $24,651 THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN IN 2021 WITH THE FOLLOWING DISTRIBUTIONS WHICH WERE REPORTED AS DEFERRED COMPENSATION ON A PRIOR FORM 990: - SHARON GRAMBOW - $60,887 - JENNIFER DRAGO - $50,213 SCHEDULE J, PART II COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES: THE SALARY AND BENEFITS INFORMATION DISCLOSED ON SCHEDULE J, PART II, REPRESENTS THE AGGREGATE COMPENSATION TO INDIVIDUALS FOR THEIR SERVICES TO SUN HEALTH SERVICES, SUN HEALTH FOUNDATION, SUN HEALTH PARTNERS, SUN HEALTH SENIOR LIVING, LA LOMA SENIOR LIVING, SUN HEALTH COLONNADE AND GRANDVIEW TERRACE; THE LATTER THREE BEING THREE DISTINCT CONTINUING CARE RETIREMENT COMMUNITIES. X 11620 55498 FMV 0 false false false SCHEDULE M, COLUMN B NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED: THE AMOUNT IN COLUMN B IS BASED ON THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A PROGRAM SERVICE ACCOMPLISHMENTS (CONTINUED): THROUGH ITS AFFILIATION WITH SERVICES, GRANDVIEW IS ONE OF THREE SENIOR LIVING CAMPUSES UNDER COMMON CONTROL LOCATED IN WESTERN MARICOPA COUNTY. THE STATED MISSION OF SERVICES, THROUGH GOVERNANCE BY A COMMUNITYBASED BOARD OF DIRECTORS, IS TO CHAMPION SUPERIOR HEALTH AND WELL-BEING THROUGH PHILANTHROPY, INSPIRED LIVING, AND WELLNESS PROGRAMS. THROUGHOUT THE SIX FLOORS OF GRANDVIEW TERRACE, VARIOUS DINING OPTIONS, SALON, BARBERSHOP, DANCE FLOOR, WALKING TRACK, BILLIARDS AND MORE BRING A ROBUST ZEAL TO LIVING FULLY AND INTENTIONALLY. IT, LIKE OUR OTHER COMMUNITIES, PROVIDES CONTINUING LIFE CARE THAT MEETS OUR RESIDENTS' SPIRITUAL, EMOTIONAL, PHYSICAL, MEDICAL, SOCIAL AND INTELLECTUAL NEEDS. FORM 990, PART IV, LINE 24A TAX-EXEMPT BOND ISSUE: THE TAX-EXEMPT BONDS REPORTED ON LINE 20 OF FORM 990, PART X REPRESENT THE ORGANIZATION'S ALLOCATION OF TAX-EXEMPT BOND LIABILITIES FROM ITS PARENT ORGANIZATION, SUN HEALTH SERVICE EIN: 26-2957251. AS PERMITTED BY THE FORM 990, SCHEDULE K FILING INSTRUCTIONS, ONE SCHEDULE K REPRESENTING THE ENTIRE TAX-EXEMPT BOND LIABILITY HAS BEEN REPORTED ON SUN HEALTH SERVICES FORM 990. FORM 990, PART V, LINES 1, 2A & 2B NUMBER OF EMPLOYEES REPORTED ON FORM W-3: SUN HEALTH SERVICES, EIN: 26-2957251, A RELATED ORGANIZATION, FILES ALL REQUIRED 1099'S AND W-2'S FOR SUN HEALTH GRANDVIEW TERRACE. THE NUMBER REPORTED ON FORM 990, PART V, LINE 1A REPRESENTS THE NUMBER OF 1099'S FILED ON BEHALF OF THE ORGANIZATION. THE NUMBER REPORTED ON LINE 2A REPRESENTS THE NUMBER OF W-2'S FILED ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 DELEGATING CONTROL OVER MANAGEMENT DUTIES: THE BOARD OF DIRECTORS RETAINS SUN HEALTH SENIOR LIVING, LLC, A RELATED ENTITY, TO MANAGE THE OPERATION OF THE FACILITY. SUN HEALTH SENIOR LIVING, LLC IS A MEMBER OWNED BY SUN HEALTH SERVICES, SUN HEALTH GRANDVIEW TERRACE'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OR STOCKHOLDERS: SUN HEALTH SERVICES IS THE SOLE MEMBER OF SUN HEALTH GRANDVIEW TERRACE. FORM 990, PART VI, SECTION A, LINE 7A APPOINTMENT OF THE GOVERNING BODY: DIRECTORS ARE ELECTED BY THE MAJORITY OF THE FULL BOARD OF DIRECTORS FOR THREE YEAR TERMS OF OFFICE AND ARE SUBJECT TO APPROVAL BY SUN HEALTH SERVICES, THE ORGANIZATION'S SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS SUBJECT TO PERSONS OTHER THAN THE GOVERNING BODY: CERTAIN RESERVED POWERS ARE MAINTAINED BY SUN HEALTH SERVICES, AS A SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B 990 REVIEW PROCESS: THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT ACCOUNTANT, FORVIS. THE RETURN IS THEN REVIEWED BY THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND PROVIDED TO THE FULL BOARD OF DIRECTORS FOR COMMENT PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ON AN ANNUAL BASIS, THE BOARD OF DIRECTOR MEMBERS AND MANAGEMENT STAFF ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE FOR BOARD AND MANAGEMENT APPROVAL, AS APPROPRIATE. THE QUESTIONNAIRE PROVIDES SPECIFIC INSTRUCTIONS THAT THE FORM MUST BE UPDATED IF ANY SITUATIONS ARISE DURING THE YEAR THAT MIGHT CONSTITUTE A CONFLICT. THE AUDIT COMMITTEE HAS THE RESPONSIBILITY FOR INTERVENING, IF NECESSARY, ON CONFLICT OF INTEREST MATTERS. ANY INDIVIDUAL FOUND IN CONFLICT WILL ABSTAIN FROM THE DECISION MAKING PROCESS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION REVIEW: THE BOARD OF DIRECTORS MANAGEMENT REVIEW COMMITTEE, AS PROVIDED IN THE ORGANIZATIONS BY-LAWS, HAS THE RESPONSIBILITY FOR COMPENSATION OF ALL SENIOR MANAGEMENT. ANNUALLY, SALARIES OF SENIOR MANAGEMENT ARE REVIEWED AND APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE DELIBERATION AND DECISION OF COMPENSATION ARRANGEMENTS ARE CONTEMPORANEOUSLY SUBSTANTIATED IN THE ORGANIZATIONS MINUTES. SUN HEALTH RETAINS AN INDEPENDENT COMPENSATION CONSULTANT TO PERIODICALLY ASSIST WITH THE DETERMINATION OF THE COMPENSATION AND BENEFITS FOR ALL SENIOR MANAGEMENT. THE COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2021 BY USI INSURANCE SERVICES. ALL COMPENSATION IS PAID BY A RELATED ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENT DISCLOSURE: GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICIES ARE NOT GENERALLY MADE AVAILABLE TO THE PUBLIC. FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. 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